MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 829 $203K <0.01% +199 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 827 $202K 0.01% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 783 $202K <0.01% new 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 819 $200K 0.08% +133 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 818 $200K 0.01% -60 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 803 $197K 0.03% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 802 $196K <0.01% -446 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 664 $163K <0.01% -1,840 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 646 $158K <0.01% -52,710 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 621 $152K 0.02% -565 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 558 $136K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 531 $130K <0.01% +28 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 530 $130K 0.04% +111 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 472 $124K <0.01% +96 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 501 $123K 0.01% -39 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 491 $115K <0.01% -65 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 407 $99.6K 0.01% -89 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 380 $85.9K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 287 $70.2K 0.01% +36 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 271 $66.3K <0.01% +33 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 271 $66.3K 0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 244 $59.7K <0.01% -7 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 242 $59.2K <0.01% +32 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 234 $57.3K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 222 $54.3K <0.01% -3 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 220 $53.8K 0.01% +200 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 215 $52.6K 0.01% -20 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 213 $52.3K <0.01% -90 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 205 $50.2K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TrinityBridge Ltd More: the full row for TrinityBridge Ltd 200 $49K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 200 $49K 0.03% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 194 $47.5K 0.01% -5 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 193 $47.2K 0.03% -30 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 185 $46.1K 0.01% +20 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 184 $45K <0.01% -3 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 180 $44.1K 0.01% +110 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 180 $44.1K -4,060 Timeline Sankala Group LLC More: the full row for Sankala Group LLC 173 $40.6K 0.03% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 164 $40.1K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 155 $37.9K <0.01% +30 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 140 $34.3K <0.01% -13 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 140 $34.3K <0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 140 $34.3K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 129 $31.6K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 128 $31.3K 0.01% -9 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 122 $30.9K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 125 $30.5K 0.01% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 123 $30.1K <0.01% -5 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 123 $30.1K 0.03% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 118 $28.9K 0.02% -2 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 117 $28.6K <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 115 $28.1K 0.12% -18 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 109 $26.7K <0.01% -3 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 100 $26.5K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 101 $24.7K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 100 $24.5K 0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 99 $24.2K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 98 $24K <0.01% 0 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 88 $21.5K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 84 $20.6K <0.01% +51 13F-HR Timeline Group Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 80 $19.6K 0.01% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 77 $18.8K <0.01% -79,485 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 75 $18.4K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 75 $18.4K <0.01% +45 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 75 $18.4K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 67 $17.9K <0.01% +1 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 70 $17.1K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 69 $17K <0.01% +42 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 72 $16.9K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 65 $15.9K <0.01% -22 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 59 $14.4K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 58 $14.2K <0.01% -42 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 56 $13.7K <0.01% -1,438 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 56 $13.7K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 55 $13.5K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 53 $13K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 53 $13K 0.01% +51 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 52 $12.7K <0.01% +7 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 50 $12.4K <0.01% -29 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 50 $12.2K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 50 $12.2K 0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 50 $12.2K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 48 $12K <0.01% +3 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 48 $11.7K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 46 $11K 0.01% -51 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 42 $10.3K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 41 $10K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 40 $9.79K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 40 $9.79K <0.01% -29 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 40 $9.79K 0.01% +4 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 39 $9.55K 0.01% -8 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 36 $8.81K <0.01% -1 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 36 $8.81K <0.01% new 13F-HR/A Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 35 $8.57K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 33 $8.14K <0.01% +5 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 32 $8.1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 33 $8.08K <0.01% -15 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 33 $8.08K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 32 $7.83K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 31 $7.59K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 31 $7.59K <0.01% +13 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 31 $7.59K <0.01% +8 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 31 $7.59K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 30 $7.34K <0.01% -12 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 30 $7.34K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 30 $7.34K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 30 $7.34K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 29 $7K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 28 $6.85K <0.01% -5 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 28 $6.85K <0.01% +9 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 27 $6.61K <0.01% +20 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 26 $6.36K <0.01% 0 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 24 $5.87K <0.01% -14 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 23 $5.63K <0.01% -7 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 22 $5.51K <0.01% +7 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 22 $5.38K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 22 $5.38K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 21 $5.14K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 20 $4.99K <0.01% -4 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 19 $4.65K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 19 $4.65K <0.01% +4 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18 $4.41K <0.01% -5 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 18 $4.41K <0.01% -31 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 18 $4.41K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 17 $4.16K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 16 $3.92K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 15 $3.67K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 15 $3.67K <0.01% 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 13 $3.18K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13 $3.18K <0.01% +3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13 $3.18K <0.01% -845 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 11 $2.69K <0.01% new 13F-HR/A Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11 $2.69K <0.01% +6 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11 $2.69K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $2.45K <0.01% -24,880 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 10 $2.45K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 10 $2.45K <0.01% +2 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 10 $2.45K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9 $2.2K <0.01% +1 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 9 $2.15K <0.01% new 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 8 $1.96K <0.01% -12 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7 $1.71K <0.01% -5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $1.71K <0.01% +1 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 5 $1.47K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6 $1.47K <0.01% -5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 6 $1.47K <0.01% -769 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6 $1.47K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $1.47K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5 $1.33K <0.01% -2 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5 $1.22K <0.01% new 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5 $1.22K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $1.22K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $1.22K <0.01% -1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5 $1.22K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5 $1K <0.01% 0 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4 $1K <0.01% -7,132 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $980 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $980 <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $980 <0.01% -2 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4 $979 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4 $979 <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 3 $753 0.03% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $735 <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3 $734 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $734 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3 $734 <0.01% -9 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $734 <0.01% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3 $734 <0.01% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 2 $490 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2 $490 <0.01% -9 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $490 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2 $490 <0.01% +1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $490 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 2 $490 <0.01% -1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2 $490 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2 $490 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $490 <0.01% -3 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 2 $490 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $489 <0.01% -3 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1 $245 <0.01% -168 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $245 <0.01% -1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $245 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1 $245 <0.01% -3 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1 $245 <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 1 $245 <0.01% -36 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $245 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1 $245 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1 $245 <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1 $245 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $244 <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1 $244 <0.01% new 13F-HR/A Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 0 $69 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.